Brucke Financial
CVX icon

Brucke Financial’s Chevron CVX Stock Holding History

Brucke Financial’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$702K Buy
3,439
+1,054
+44% +$208K 0.29% 67
2026
Q2 		$395K Buy
2,385
+244
+11% +$45.4K 0.18% 99
2026
Q1 		$443K Sell
2,141
-165
-7% -$30.1K 0.22% 90
2025
Q4 		$351K Buy
2,306
+84
+4% +$12.8K 0.19% 108
2025
Q3 		$350K Sell
2,222
-34
-2% -$5.27K 0.21% 108
2025
Q2 		$323K Sell
2,256
-25
-1% -$3.52K 0.22% 103
2025
Q1 		$310K Buy
2,281
+123
+6% +$19.3K 0.27% 98
2024
Q4 		$322K Buy
+2,158
New +$330K 0.28% 92

Other funds holding CVX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Brucke Financial's CVX Position: Q3 2026 in Review

Brucke Financial increased its Chevron (CVX) stake by 44% in Q3 2026, buying an estimated $208K and bringing the position to 3,439 shares worth $702K. The position accounts for 0.29% of the portfolio, ranked #67.

Brucke Financial first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 2,363 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Brucke Financial held 3,439 shares of Chevron worth $702K as of Q3 2026.
  • Brucke Financial bought 1,054 Chevron shares in Q3 2026, an estimated $208K.
  • Chevron made up 0.29% of Brucke Financial's portfolio in Q3 2026, its #67 holding.
  • Brucke Financial first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 2,363 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.